Patrice Berclaz

Banque Thaler is a long-term investor which views dynamic asset allocation as key to generating positive investment returns. To build client portfolios, they apply a top-down approach. Allocation decisions, between cash, bonds, equities and alternative funds, are taken by the Investment Committee, based on a thorough fundamental analysis of the global macro-economic environment – with a focus on longer run trends mainly, rather than short-term market noise. The firm uses an independent and open architecture. Their rigorous and unbiased selection process is based on both qualitative and quantitative metrics, enabling them to pick the best investment managers.